Jacksonville Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Jacksonville Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.7M	Buy	28,749 +2,850	+11%	+$1.94M	12.63%	1
2025 Q4	$17.7M	Buy	25,899 +673	+3%	+$455K	12.5%	1
2025 Q3	$16.8M	Buy	25,226 +1,677	+7%	+$1.08M	12.34%	1
2025 Q2	$14.5M	Buy	23,549 +1,678	+8%	+$959K	11.7%	1
2025 Q1	$12.2M	Buy	21,871 +446	+2%	+$262K	12.04%	1
2024 Q4	$12.6M	Buy	+21,425	New	+$12.6M	11.72%	1

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jacksonville Wealth Management's SPY Position: Q1 2026 in Review

Jacksonville Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q1 2026, buying an estimated $1.94M and bringing the position to 28,749 shares worth $18.7M. The position accounts for 12.63% of the portfolio, ranked #1.

Jacksonville Wealth Management first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Jacksonville Wealth Management held 28,749 shares of State Street SPDR S&P 500 ETF Trust worth $18.7M as of Q1 2026.
Jacksonville Wealth Management bought 2,850 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.94M.
State Street SPDR S&P 500 ETF Trust made up 12.63% of Jacksonville Wealth Management's portfolio in Q1 2026, its #1 holding.
Jacksonville Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.